Collaboration across customers, vendors, and partners can get messy—but TaskRay’s Collaboration Hub keeps it all organized inside Salesforce. Whether you’re onboarding customers, working with contractors, or managing partner programs, it gives everyone a clear, secure workspace to stay aligned and get work done. The result? Fewer emails, faster progress, and smoother teamwork across companies.
If you’ve ever juggled emails, spreadsheets, and project updates across multiple external partners, you know how chaotic collaboration can get. It’s tough to keep everyone aligned, in the loop, and moving forward—especially when your tools don’t talk to each other.
That’s where TaskRay’s Collaboration Hub comes in.
Think of it as a shared workspace for your external collaborators—customers, contractors, partners—built right inside your existing TaskRay projects. No more messy handoffs. No more missed updates. Just smooth, secure collaboration.
Let’s walk through four specific ways our customers are using Collaboration Hub—and how it’s making their lives easier.
Use Case: Invite your customer directly into the onboarding project so they can see tasks, due dates, and progress—and take action where needed.
Why It Works: Your customer gets a clear view of what’s happening, what’s expected, and when. You can assign them tasks (like reviewing content or providing approvals), keep them informed, and cut down on email back-and-forth. And because everything lives in TaskRay, your internal team stays aligned too.
Best for industries like: SaaS and technology, financial services, healthcare technology—anywhere customer onboarding needs to be smooth and transparent.
Bonus Tip: Use internal-only tasks for the behind-the-scenes work your customers don’t need to see. That way, your team has the full picture—and your customer sees only what’s relevant.
Use Case: Bring in external contributors—like implementation partners or contractors—who need access to manage their own work inside your project.
Why It Works: Instead of copying and pasting task updates from one system to another, everyone works from the same source of truth. You can assign tasks directly to vendors, communicate in context with Chatter (if enabled), and monitor progress without chasing status updates.
Best for industries like: professional services, manufacturing, and healthcare, where external vendors play a critical role in project delivery.
Pro Tip: Add vendors as Contacts on the Account linked to your project, then give them access through the External Access tab. It’s simple, secure, and keeps things tidy.
Use Case: If your implementation spans teams at multiple companies—yours and your client’s—Collaboration Hub keeps both sides organized.
Why It Works: You can build a shared project plan that shows exactly who’s doing what. External stakeholders can manage their tasks and contribute files or updates, and your internal team can stay on track with their own responsibilities. It removes guesswork and builds trust.
Best for industries like: fintech, enterprise software, and consulting firms managing multi-phase deployments or integrations.
Keep in Mind: You can customize what external users see, so you maintain control while making collaboration seamless.
Use Case: Use Collaboration Hub to guide new partners through onboarding, certification, or enablement projects.
Why It Works: Partners can track their own tasks, view helpful resources, and collaborate with your team as they ramp up—all within one centralized portal. You can manage timelines, share files, and track completion without creating separate systems.
Best for industries like: high-tech, channel sales, and medical devices—anywhere partner success directly impacts growth.
What to Love: Partners get an experience that feels personalized and professional. You get fewer emails asking, “Where do I find that again?”
Whether you’re onboarding customers, coordinating with contractors, or running large-scale partner programs, Collaboration Hub turns TaskRay into a secure shared workspace that everyone can access—without giving up visibility or control.
It’s not just about sharing access—it’s about working better together.
Want to see Collaboration Hub in action or talk through your specific use case? Let’s make your external collaboration just as smooth as your internal processes. Book some time to chat.
